Behind the Deal With Mark Bruno
Behind the Deal is the only podcast that provides an inside look at merger and acquisition activity in the wealth management industry. Hosted by ECHELON Partners' Mark Bruno, Behind the Deal features the top deal-makers in the industry. They offer insights into their actual M&A experiences and provide advice, guidance and counsel for wealth managers looking to execute a successful acquisition, sale or merger.
Behind the Deal With Mark Bruno
Behind the Deal: Ron Carson
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Mark Bruno
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Season 1
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Episode 4
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Ron Carson, the founder and CEO of Carson Group - and one of the largest independent wealth management firms in the business - shares several candid stories from the 30+ deals he has worked on during his career. Mark and Ron also dive deep into some of Carson's standard "Deal-Breakers and Deal-Bakers" when evaluating acquisition targets.